LEHI, UT
Allocation by class
Portfolio Concentration
Top 3 weight
14.9%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 7.17M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.17M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 411.31K | SH | $29.31M 5.22% | 0.00 | 0.00 | 411.31K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 202.74K | SH | $27.31M 4.87% | 0.00 | 0.00 | 202.74K |
ISHARES TRSOLE | CORE S&P500 ETF | 36.36K | SH | $27.23M 4.85% | 0.00 | 0.00 | 36.36K |
NVIDIA CORPORATIONSOLE | COM | 103.44K | SH | $20.70M 3.69% | 0.00 | 0.00 | 103.44K |
APPLE INCSOLE | COM | 62.66K | SH | $18.13M 3.23% | 0.00 | 0.00 | 62.66K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 249.57K | SH | $14.90M 2.66% | 0.00 | 0.00 | 249.57K |
MICROSOFT CORPSOLE | COM | 30.38K | SH | $11.33M 2.02% | 0.00 | 0.00 | 30.38K |
AMAZON COM INCSOLE | COM | 42.46K | SH | $10.12M 1.80% | 0.00 | 0.00 | 42.46K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 124.59K | SH | $10.04M 1.79% | 0.00 | 0.00 | 124.59K |
ISHARES TRSOLE | CORE S&P SCP ETF | 63.72K | SH | $9.45M 1.68% | 0.00 | 0.00 | 63.72K |
ALPHABET INCSOLE | CAP STK CL A | 26.32K | SH | $9.41M 1.68% | 0.00 | 0.00 | 26.32K |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 180.92K | SH | $9.39M 1.67% | 0.00 | 0.00 | 180.92K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 153.47K | SH | $8.01M 1.43% | 0.00 | 0.00 | 153.47K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | HIGH YIELD ETF | 374.92K | SH | $7.92M 1.41% | 0.00 | 0.00 | 374.92K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.53K | SH | $7.27M 1.30% | 0.00 | 0.00 | 14.53K |
BROADCOM INCSOLE | COM | 17.34K | SH | $6.55M 1.17% | 0.00 | 0.00 | 17.34K |
MORGAN STANLEY ETF TRUSTSOLE | EATO VANC BD ETF | 124.76K | SH | $6.35M 1.13% | 0.00 | 0.00 | 124.76K |
MICRON TECHNOLOGY INCSOLE | COM | 5.47K | SH | $6.31M 1.13% | 0.00 | 0.00 | 5.47K |
ALPHABET INCSOLE | CAP STK CL C | 17.71K | SH | $6.26M 1.12% | 0.00 | 0.00 | 17.71K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 218.95K | SH | $5.98M 1.07% | 0.00 | 0.00 | 218.95K |
CATERPILLAR INCSOLE | COM | 5.58K | SH | $5.94M 1.06% | 0.00 | 0.00 | 5.58K |
TESLA INCSOLE | COM | 13.77K | SH | $5.79M 1.03% | 0.00 | 0.00 | 13.77K |
META PLATFORMS INCSOLE | CL A | 9.87K | SH | $5.56M 0.99% | 0.00 | 0.00 | 9.87K |
ISHARES TRSOLE | EAFE VALUE ETF | 69.27K | SH | $5.30M 0.95% | 0.00 | 0.00 | 69.27K |
GOLDMAN SACHS ETF TROTR | ACTIVEBETA INT | 98.27K | SH | $4.49M 0.80% | 0.00 | 0.00 | 98.27K |